Clean Yield Group

Clean Yield Group as of March 31, 2023

Portfolio Holdings for Clean Yield Group

Clean Yield Group holds 423 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple Stock (AAPL) 5.7 $14M 86k 164.90
Unilever Adr (UL) 3.8 $9.3M 180k 51.93
Takeda Pharmaceutical Adr (TAK) 3.6 $8.9M 542k 16.48
Spdr S&p 500 Etf Trust Etf (SPY) 3.3 $8.3M 20k 409.39
GSK Adr (GSK) 2.8 $7.1M 198k 35.58
Physicians Rlty Tr Reit 2.8 $6.9M 460k 14.93
Telus Corporation Stock (TU) 2.7 $6.8M 344k 19.86
Sprouts Fmrs Mkt Stock (SFM) 2.7 $6.7M 191k 35.03
Vodafone Group Adr (VOD) 2.7 $6.7M 604k 11.04
Invesco Qqq Trust Etf (QQQ) 2.7 $6.6M 21k 320.93
Nomad Foods Ltd Usd Ord Stock (NOMD) 2.4 $5.9M 316k 18.74
Smith & Nephew Plc Spdn Adr (SNN) 2.3 $5.6M 201k 27.91
Sjw Group Stock (SJW) 2.2 $5.4M 71k 76.13
Hannon Armstrong Sust Infr Cap Reit (HASI) 2.2 $5.4M 189k 28.60
Organon & Co Stock (OGN) 2.0 $5.0M 212k 23.52
Healthpeak Properties Reit (DOC) 1.9 $4.8M 220k 21.97
General Mls Stock (GIS) 1.6 $3.9M 46k 85.46
Microsoft Corp Stock (MSFT) 1.6 $3.9M 13k 288.30
Johnson & Johnson Stock (JNJ) 1.5 $3.7M 24k 155.00
Cisco Sys Stock (CSCO) 1.5 $3.6M 69k 52.28
Automatic Data Processing Stock (ADP) 1.4 $3.6M 16k 222.63
Stag Indl Reit (STAG) 1.4 $3.5M 104k 33.82
Novo-nordisk A S Adr (NVO) 1.3 $3.2M 20k 159.14
Procter And Gamble Stock (PG) 1.3 $3.1M 21k 148.69
First Solar Stock (FSLR) 1.2 $3.0M 14k 217.50
International Business Machs Stock (IBM) 1.2 $3.0M 23k 131.09
Hingham Instn Svgs Mass Stock (HIFS) 1.2 $2.9M 13k 233.44
Wiley John & Sons Inc Cl A Stock (WLY) 1.1 $2.8M 73k 38.77
Mccormick & Co Inc Com Non Vtg Stock (MKC) 1.1 $2.8M 34k 83.21
Colgate Palmolive Stock (CL) 1.1 $2.7M 36k 75.15
Check Point Software Tech Ltd Ord Stock (CHKP) 1.1 $2.6M 20k 130.00
Utah Med Prods Stock (UTMD) 1.0 $2.4M 26k 94.77
Camden Natl Corp Stock (CAC) 0.9 $2.4M 65k 36.19
Healthcare Rlty Tr Cl A Reit (HR) 0.9 $2.3M 119k 19.33
Quest Diagnostics Stock (DGX) 0.9 $2.2M 16k 141.48
Amgen Stock (AMGN) 0.8 $2.1M 8.6k 241.75
Pepsico Stock (PEP) 0.8 $2.0M 11k 182.29
Illinois Tool Wks Stock (ITW) 0.8 $2.0M 8.2k 243.45
Ameresco Inc Cl A Stock (AMRC) 0.8 $2.0M 40k 49.22
Becton Dickinson & Co Stock (BDX) 0.8 $1.9M 7.7k 247.54
Expeditors Intl Wash Stock (EXPD) 0.7 $1.8M 17k 110.12
Thermo Fisher Scientific Stock (TMO) 0.7 $1.8M 3.1k 576.39
American Wtr Wks Stock (AWK) 0.7 $1.8M 12k 146.49
Intuit Stock (INTU) 0.7 $1.7M 3.9k 445.83
Vaneck Green Bond Etf Etf (GRNB) 0.7 $1.7M 70k 23.51
Stryker Corporation Stock (SYK) 0.6 $1.6M 5.5k 285.47
Amalgamated Financial Corp Stock (AMAL) 0.6 $1.5M 83k 17.69
Lilly Eli & Co Stock (LLY) 0.5 $1.3M 3.9k 343.42
Home Depot Stock (HD) 0.5 $1.3M 4.4k 295.12
Schwab Short-term Us Treasury Etf Etf (SCHO) 0.5 $1.2M 25k 48.79
Merck & Co Stock (MRK) 0.5 $1.2M 12k 106.39
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.5 $1.2M 3.8k 308.77
Cousins Pptys Reit (CUZ) 0.5 $1.2M 54k 21.38
Alphabet Class A Stock (GOOGL) 0.5 $1.1M 11k 103.73
Nokia Corp Adr (NOK) 0.5 $1.1M 229k 4.91
Unitedhealth Group Stock (UNH) 0.4 $980k 2.1k 472.59
Smucker J M Stock (SJM) 0.4 $976k 6.2k 157.37
Us Bancorp Del Stock (USB) 0.4 $902k 25k 36.05
Kadant Stock (KAI) 0.3 $798k 3.8k 208.52
California Wtr Svc Group Stock (CWT) 0.3 $779k 13k 58.20
Helios Technologies Stock (HLIO) 0.3 $771k 12k 65.40
Abbvie Stock (ABBV) 0.3 $768k 4.8k 159.37
Trimble Stock (TRMB) 0.3 $761k 15k 52.42
Hain Celestial Group Stock (HAIN) 0.3 $759k 44k 17.15
Mid-amer Apt Cmntys Reit (MAA) 0.3 $738k 4.9k 151.04
Texas Instrs Stock (TXN) 0.3 $696k 3.7k 186.01
Abbott Labs Stock (ABT) 0.3 $685k 6.8k 101.26
Nextera Energy Stock (NEE) 0.3 $679k 8.8k 77.08
Ishares 20 Year Treasury Bond Etf Etf (TLT) 0.3 $670k 6.3k 106.37
Tractor Supply Stock (TSCO) 0.3 $660k 2.8k 235.04
Essential Utils Stock (WTRG) 0.3 $653k 15k 43.65
Middlesex Wtr Stock (MSEX) 0.3 $638k 8.2k 78.12
Ishares U.s. Treasury Bond Etf Etf (GOVT) 0.3 $631k 27k 23.38
Agilent Technologies Stock (A) 0.2 $612k 4.4k 138.34
Schwab Charles Corp Stock (SCHW) 0.2 $586k 11k 52.38
Hubbell Stock (HUBB) 0.2 $556k 2.3k 243.31
Pfizer Stock (PFE) 0.2 $527k 13k 40.80
Exxon Mobil Corp Stock (XOM) 0.2 $520k 4.7k 109.66
American Express Stock (AXP) 0.2 $517k 3.1k 164.95
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.2 $502k 4.8k 104.00
Nvidia Corporation Stock (NVDA) 0.2 $494k 1.8k 277.77
Verizon Communications Stock (VZ) 0.2 $494k 13k 38.89
Prologis Reit (PLD) 0.2 $484k 3.9k 124.77
Disney Walt Stock (DIS) 0.2 $470k 4.7k 100.13
Oreilly Automotive Stock (ORLY) 0.2 $467k 550.00 848.98
Paychex Stock (PAYX) 0.2 $445k 3.9k 114.59
Target Corp Stock (TGT) 0.2 $445k 2.7k 165.63
Aflac Stock (AFL) 0.2 $430k 6.7k 64.52
Sysco Corp Stock (SYY) 0.2 $412k 5.3k 77.24
Astrazeneca Adr (AZN) 0.2 $410k 5.9k 69.41
Vanguard Mortgage-backed Securities Etf Etf (VMBS) 0.2 $394k 8.5k 46.55
Coca Cola Stock (KO) 0.2 $387k 6.2k 62.03
Mcdonalds Corp Stock (MCD) 0.2 $382k 1.4k 279.61
Keysight Technologies Stock (KEYS) 0.2 $380k 2.4k 161.48
Genuine Parts Stock (GPC) 0.2 $379k 2.3k 167.31
3M Stock (MMM) 0.1 $339k 3.2k 105.11
Mettler Toledo International Stock (MTD) 0.1 $329k 215.00 1530.21
Columbia Bkg Sys Stock (COLB) 0.1 $327k 15k 21.42
Air Prods & Chems Stock (APD) 0.1 $327k 1.1k 287.21
Lowes Cos Stock (LOW) 0.1 $318k 1.6k 199.97
Intel Corp Stock (INTC) 0.1 $304k 9.3k 32.67
Kilroy Rlty Corp Reit (KRC) 0.1 $304k 9.4k 32.40
Bristol-myers Squibb Stock (BMY) 0.1 $300k 4.3k 69.31
Hershey Stock (HSY) 0.1 $297k 1.2k 254.41
Costco Whsl Corp Stock (COST) 0.1 $291k 585.00 496.88
Jpmorgan Chase & Co Stock (JPM) 0.1 $290k 2.2k 130.31
General Electric Stock (GE) 0.1 $283k 3.0k 95.60
Watts Water Technologies Inc Cl A Stock (WTS) 0.1 $269k 1.6k 168.32
Comcast Corp New Cl A Stock (CMCSA) 0.1 $261k 6.9k 37.91
Church & Dwight Stock (CHD) 0.1 $257k 2.9k 88.41
Mastercard Incorporated Cl A Stock (MA) 0.1 $256k 703.00 363.41
Renaissancere Hldgs Stock (RNR) 0.1 $252k 1.3k 200.34
The Cigna Group Stock (CI) 0.1 $251k 983.00 255.53
Agnico Eagle Mines Stock (AEM) 0.1 $234k 4.6k 50.97
Walmart Stock (WMT) 0.1 $232k 1.6k 147.45
At&t Stock (T) 0.1 $232k 12k 19.25
Vanguard Value Etf Etf (VTV) 0.1 $226k 1.6k 138.11
Union Pac Corp Stock (UNP) 0.1 $225k 1.1k 201.26
United Parcel Service Inc Cl B Stock (UPS) 0.1 $218k 1.1k 193.99
Ansys Stock (ANSS) 0.1 $210k 630.00 332.80
Waters Corp Stock (WAT) 0.1 $208k 670.00 309.63
Amazon Stock (AMZN) 0.1 $207k 2.0k 103.29
Danaher Corporation Stock (DHR) 0.1 $199k 788.00 252.04
Wabtec Stock (WAB) 0.1 $198k 2.0k 101.06
Laboratory Corp Amer Hldgs Stock (LH) 0.1 $197k 859.00 229.42
Ishares Russell 1000 Growth Etf Etf (IWF) 0.1 $193k 788.00 244.33
Waste Mgmt Inc Del Stock (WM) 0.1 $192k 1.2k 163.17
Sanofi Adr (SNY) 0.1 $186k 3.4k 54.42
Ishares 10-20 Year Treasury Bond Etf Etf (TLH) 0.1 $180k 1.6k 114.54
Spdr Gold Shares Etf (GLD) 0.1 $179k 976.00 183.22
Nike Inc Cl B Stock (NKE) 0.1 $176k 1.4k 122.64
Vanguard Mid-cap Etf Etf (VO) 0.1 $170k 808.00 210.92
Cvs Health Corp Stock (CVS) 0.1 $167k 2.2k 74.31
Cme Group Stock (CME) 0.1 $166k 866.00 191.52
Fedex Corp Stock (FDX) 0.1 $166k 725.00 228.49
Elme Communities Sh Ben Int Reit (ELME) 0.1 $164k 9.2k 17.86
Oracle Corp Stock (ORCL) 0.1 $163k 1.8k 92.92
Technology Select Sector Spdr Fund Etf (XLK) 0.1 $159k 1.1k 151.01
Iron Mtn Inc Del Reit (IRM) 0.1 $159k 3.0k 52.91
Wec Energy Group Stock (WEC) 0.1 $158k 1.7k 94.79
Raytheon Technologies Corp Stock (RTX) 0.1 $155k 1.6k 97.93
Moodys Corp Stock (MCO) 0.1 $153k 500.00 306.02
Acuity Brands Stock (AYI) 0.1 $153k 835.00 182.73
Neogen Corp Stock (NEOG) 0.1 $149k 8.1k 18.52
Weyerhaeuser Co Mtn Be Reit (WY) 0.1 $148k 4.9k 30.13
Microchip Technology Stock (MCHP) 0.1 $145k 1.7k 83.78
Vaneck Gold Miners Etf Etf (GDX) 0.1 $145k 4.5k 32.35
Chevron Corp Stock (CVX) 0.1 $144k 882.00 163.16
Vanguard Growth Etf Etf (VUG) 0.1 $142k 569.00 249.44
Vanguard Short-term Bond Etf Etf (BSV) 0.1 $141k 1.8k 76.49
Mckesson Corp Stock (MCK) 0.1 $141k 397.00 356.05
Ishares Silver Trust Etf (SLV) 0.1 $140k 6.3k 22.12
Travelers Companies Stock (TRV) 0.1 $139k 813.00 171.41
Amphenol Corp New Cl A Stock (APH) 0.1 $139k 1.7k 81.72
Walgreens Boots Alliance Stock (WBA) 0.1 $138k 4.0k 34.58
Idacorp Stock (IDA) 0.1 $138k 1.3k 108.33
Kimberly-clark Corp Stock (KMB) 0.1 $137k 1.0k 134.22
Msci Stock (MSCI) 0.1 $137k 245.00 559.69
Alcon Ag Ord Stock (ALC) 0.1 $127k 1.8k 70.54
Nuveen Amt Free Qlty Mun Incme Cef (NEA) 0.0 $122k 11k 11.12
Global X Silver Miners Etf Etf (SIL) 0.0 $121k 3.9k 30.72
Vanguard Ultra-short Bond Etf Etf (VUSB) 0.0 $120k 2.4k 49.24
Vanguard Short-term Corporate Bond Etf Etf (VCSH) 0.0 $120k 1.6k 76.23
Dentsply Sirona Stock (XRAY) 0.0 $118k 3.0k 39.28
Norfolk Southn Corp Stock (NSC) 0.0 $117k 550.00 212.00
Paypal Hldgs Stock (PYPL) 0.0 $115k 1.5k 75.94
Tennant Stock (TNC) 0.0 $114k 1.7k 68.52
Carmax Stock (KMX) 0.0 $114k 1.8k 64.28
Atlantica Sustainable Infr Stock (AY) 0.0 $112k 3.8k 29.56
Zoetis Inc Cl A Stock (ZTS) 0.0 $108k 650.00 166.44
Emerson Elec Stock (EMR) 0.0 $108k 1.2k 87.14
Ishares Russell 2000 Etf Etf (IWM) 0.0 $107k 600.00 178.40
Sherwin Williams Stock (SHW) 0.0 $104k 462.00 224.77
Carrier Global Corporation Stock (CARR) 0.0 $103k 2.3k 45.75
Haleon Plc Spon Ads Adr (HLN) 0.0 $102k 13k 8.14
Ishares Tips Bond Etf Etf (TIP) 0.0 $97k 875.00 110.25
Dover Corp Stock (DOV) 0.0 $96k 633.00 151.94
Nuveen Select Tax-free Income Sh Ben Int Cef (NXP) 0.0 $95k 6.7k 14.31
Vertex Pharmaceuticals Stock (VRTX) 0.0 $95k 300.00 315.07
HP Stock (HPQ) 0.0 $94k 3.2k 29.35
Salesforce Stock (CRM) 0.0 $92k 461.00 199.78
Fifth Third Bancorp Stock (FITB) 0.0 $92k 3.5k 26.64
Wex Stock (WEX) 0.0 $92k 500.00 183.89
Wolfspeed Stock (WOLF) 0.0 $91k 1.4k 64.95
Avery Dennison Corp Stock (AVY) 0.0 $90k 504.00 178.93
Spdr Nuveen Bloomberg High Yield Municipal Bond Etf Etf (HYMB) 0.0 $90k 3.6k 25.04
Yum Brands Stock (YUM) 0.0 $90k 680.00 132.08
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL) 0.0 $89k 965.00 91.82
Nuveen Amt-free Mun Value Cef (NUW) 0.0 $89k 6.4k 13.77
Worthington Inds Stock (WOR) 0.0 $87k 1.4k 64.65
Gallagher Arthur J & Co Stock (AJG) 0.0 $86k 451.00 191.31
Wells Fargo Stock (WFC) 0.0 $84k 2.2k 37.38
Vaneck Junior Gold Miners Etf Etf (GDXJ) 0.0 $83k 2.1k 39.50
Visa Inc Com Cl A Stock (V) 0.0 $82k 362.00 225.46
Utilities Select Sector Spdr Fund Etf (XLU) 0.0 $81k 1.2k 67.69
Lakeland Finl Corp Stock (LKFN) 0.0 $78k 1.3k 62.64
Ppg Inds Stock (PPG) 0.0 $78k 585.00 133.58
Ge Healthcare Technologies Stock (GEHC) 0.0 $78k 952.00 82.03
Ishares Core S&p Small Cap Etf Etf (IJR) 0.0 $77k 800.00 96.70
Masco Corp Stock (MAS) 0.0 $75k 1.5k 49.72
International Flavors&fragranc Stock (IFF) 0.0 $75k 810.00 91.96
Starbucks Corp Stock (SBUX) 0.0 $74k 710.00 104.13
Newmont Corp Stock (NEM) 0.0 $74k 1.5k 49.02
Kyndryl Hldgs Stock (KD) 0.0 $72k 4.9k 14.76
Blackrock Cr Allocation Income Cef (BTZ) 0.0 $72k 7.0k 10.29
Ishares Core Msci International Developed Markets Etf Etf (IDEV) 0.0 $72k 1.2k 60.47
Vanguard Health Care Etf Etf (VHT) 0.0 $72k 300.00 238.46
Marathon Pete Corp Stock (MPC) 0.0 $68k 503.00 134.83
Constellation Brands Inc Cl A Stock (STZ) 0.0 $68k 300.00 225.89
Roper Technologies Stock (ROP) 0.0 $67k 153.00 440.69
United Therapeutics Corp Del Stock (UTHR) 0.0 $67k 300.00 223.96
Zimmer Biomet Holdings Stock (ZBH) 0.0 $66k 507.00 129.20
Eastman Chem Stock (EMN) 0.0 $64k 755.00 84.34
Vital Farms Stock (VITL) 0.0 $64k 4.2k 15.30
Marriott Intl Inc New Cl A Stock (MAR) 0.0 $63k 381.00 166.04
Factset Resh Sys Stock (FDS) 0.0 $62k 150.00 415.09
Qualcomm Stock (QCOM) 0.0 $61k 480.00 127.58
Western Asst Infltn Lkd Inm Fd Com Sh Ben Int Cef (WIA) 0.0 $61k 7.0k 8.65
Canadian Natl Ry Stock (CNI) 0.0 $59k 500.00 117.97
Spdr S&p 500 Fossil Fuel Reserves Free Etf Etf (SPYX) 0.0 $59k 1.8k 33.24
Grainger W W Stock (GWW) 0.0 $59k 85.00 688.81
Cdw Corp Stock (CDW) 0.0 $59k 300.00 194.89
Ishares U.s. Medical Devices Etf Etf (IHI) 0.0 $58k 1.1k 53.98
Brookfield Corp Cl A Ltd Vt Sh Stock (BN) 0.0 $58k 1.8k 32.59
Dollar Tree Stock (DLTR) 0.0 $57k 400.00 143.55
Ishares National Muni Bond Etf Etf (MUB) 0.0 $56k 522.00 107.72
Caterpillar Stock (CAT) 0.0 $56k 245.00 228.84
S&p Global Stock (SPGI) 0.0 $55k 160.00 344.77
Ebay Stock (EBAY) 0.0 $54k 1.2k 44.37
Invesco Bulletshares 2023 Corporate Bond Etf Etf 0.0 $53k 2.5k 21.08
Palo Alto Networks Stock (PANW) 0.0 $52k 261.00 199.74
Asml Holding N V N Y Registry Adr (ASML) 0.0 $51k 75.00 680.71
Hewlett Packard Enterprise Stock (HPE) 0.0 $51k 3.2k 15.93
Ameriprise Finl Stock (AMP) 0.0 $51k 166.00 306.50
Invesco Bulletshares 2025 Corporate Bond Etf Etf (BSCP) 0.0 $51k 2.5k 20.28
Vanguard Mid-cap Growth Etf Etf (VOT) 0.0 $50k 254.00 194.89
Ishares Agency Bond Etf Etf (AGZ) 0.0 $49k 457.00 108.16
Principal Financial Group Stock (PFG) 0.0 $49k 659.00 74.32
Alamos Gold Inc New Com Cl A Stock (AGI) 0.0 $49k 4.0k 12.23
Verisk Analytics Stock (VRSK) 0.0 $48k 250.00 191.86
Invesco Bulletshares 2026 Corporate Bond Etf Etf (BSCQ) 0.0 $48k 2.5k 19.16
Highwoods Pptys Reit (HIW) 0.0 $47k 2.0k 23.19
Spdr S&p Midcap 400 Etf Trust Etf (MDY) 0.0 $46k 100.00 458.41
Palantir Technologies Inc Cl A Stock (PLTR) 0.0 $45k 5.4k 8.45
Celanese Corp Del Stock (CE) 0.0 $44k 400.00 108.89
Alexandria Real Estate Eq Reit (ARE) 0.0 $41k 330.00 125.59
Schwab Us Dividend Equity Etf Etf (SCHD) 0.0 $41k 566.00 73.16
Blackstone Stock (BX) 0.0 $41k 471.00 87.84
Adobe Systems Incorporated Stock (ADBE) 0.0 $41k 107.00 385.37
Ishares Core U.s. Aggregate Bond Etf Etf (AGG) 0.0 $41k 406.00 99.64
Applied Matls Stock (AMAT) 0.0 $40k 326.00 122.83
Pnc Finl Svcs Group Stock (PNC) 0.0 $40k 315.00 127.10
Bar Hbr Bankshares Stock (BHB) 0.0 $40k 1.5k 26.45
Price T Rowe Group Stock (TROW) 0.0 $40k 351.00 112.90
Xylem Stock (XYL) 0.0 $39k 372.00 104.70
Bank New York Mellon Corp Stock (BK) 0.0 $38k 833.00 45.44
Vaneck Short Muni Etf Etf (SMB) 0.0 $38k 2.2k 17.00
Fastenal Stock (FAST) 0.0 $38k 696.00 53.94
Cintas Corp Stock (CTAS) 0.0 $37k 80.00 462.68
Eaton Corp Stock (ETN) 0.0 $37k 216.00 171.34
Arrow Finl Corp Stock (AROW) 0.0 $35k 1.4k 24.91
Inari Med Stock (NARI) 0.0 $35k 568.00 61.74
Camden Ppty Tr Sh Ben Int Reit (CPT) 0.0 $34k 323.00 104.84
Csx Corp Stock (CSX) 0.0 $34k 1.1k 29.94
Parker-hannifin Corp Stock (PH) 0.0 $34k 100.00 336.11
Loews Corp Stock (L) 0.0 $33k 563.00 58.02
Hologic Stock (HOLX) 0.0 $30k 375.00 80.70
United States Copper Index Fund Etf (CPER) 0.0 $30k 1.2k 24.94
Middleby Corp Stock (MIDD) 0.0 $29k 200.00 146.61
Vanguard Information Technology Etf Etf (VGT) 0.0 $29k 75.00 385.47
Uber Technologies Stock (UBER) 0.0 $29k 900.00 31.70
Mondelez Intl Inc Cl A Stock (MDLZ) 0.0 $28k 400.00 69.72
Intuitive Surgical Stock (ISRG) 0.0 $28k 108.00 255.47
Twilio Inc Cl A Stock (TWLO) 0.0 $27k 400.00 66.63
Horace Mann Educators Corp Stock (HMN) 0.0 $25k 760.00 33.48
Vanguard Ftse Developed Markets Etf Etf (VEA) 0.0 $25k 552.00 45.17
Broadcom Stock (AVGO) 0.0 $24k 37.00 641.54
Evoqua Water Technologies Corp Stock 0.0 $24k 476.00 49.72
Chubb Stock (CB) 0.0 $23k 120.00 194.18
Western Ast Infl Lkd Opp & Inm Cef (WIW) 0.0 $23k 2.5k 9.15
Blackrock Stock (BLK) 0.0 $23k 34.00 669.12
Iqvia Hldgs Stock (IQV) 0.0 $23k 114.00 198.89
Analog Devices Stock (ADI) 0.0 $21k 105.00 197.22
Invesco S&p Smallcap Information Technology Etf Etf (PSCT) 0.0 $20k 150.00 131.55
Accenture Plc Ireland Shs Class A Stock (ACN) 0.0 $20k 69.00 285.81
Sonoco Prods Stock (SON) 0.0 $20k 322.00 61.00
Deere & Co Stock (DE) 0.0 $19k 47.00 412.87
Tjx Cos Stock (TJX) 0.0 $19k 242.00 78.36
Lockheed Martin Corp Stock (LMT) 0.0 $19k 40.00 472.73
Marsh & Mclennan Cos Stock (MMC) 0.0 $18k 110.00 166.55
Baxter Intl Stock (BAX) 0.0 $18k 450.00 40.56
Elevance Health Stock (ELV) 0.0 $18k 39.00 459.82
Conocophillips Stock (COP) 0.0 $18k 180.00 99.21
Global X Mlp & Energy Infrastructure Etf Etf (MLPX) 0.0 $18k 439.00 39.95
Southern Stock (SO) 0.0 $17k 250.00 69.58
Tesla Stock (TSLA) 0.0 $17k 80.00 207.46
Schwab U.s. Large-cap Growth Etf Etf (SCHG) 0.0 $16k 252.00 65.17
Aon Plc Shs Cl A Stock (AON) 0.0 $16k 51.00 315.29
Trane Technologies Stock (TT) 0.0 $16k 86.00 183.98
Archer Daniels Midland Stock (ADM) 0.0 $16k 195.00 79.66
Etsy Stock (ETSY) 0.0 $15k 138.00 111.33
Vanguard Large-cap Etf Etf (VV) 0.0 $15k 82.00 186.80
Otis Worldwide Corp Stock (OTIS) 0.0 $15k 181.00 84.40
State Str Corp Stock (STT) 0.0 $15k 200.00 75.69
Beyond Meat Stock (BYND) 0.0 $15k 930.00 16.23
Honeywell Intl Stock (HON) 0.0 $15k 78.00 191.12
Spotify Technology S A Stock (SPOT) 0.0 $15k 110.00 133.62
New York Times Co Cl A Stock (NYT) 0.0 $15k 374.00 38.88
Shopify Inc Cl A Stock (SHOP) 0.0 $14k 300.00 47.94
Doordash Inc Cl A Stock (DASH) 0.0 $14k 225.00 63.56
Livewire Group Stock (LVWR) 0.0 $14k 2.1k 6.45
Sba Communications Corp New Cl A Reit (SBAC) 0.0 $13k 51.00 261.08
Lululemon Athletica Stock (LULU) 0.0 $13k 36.00 364.19
Energy Select Sector Spdr Fund Etf (XLE) 0.0 $13k 157.00 82.62
Community Bk Sys Stock (CBU) 0.0 $13k 246.00 52.49
Innovative Indl Pptys Reit (IIPR) 0.0 $13k 169.00 75.79
Lpl Finl Hldgs Stock (LPLA) 0.0 $13k 63.00 202.40
Meta Platforms Inc Cl A Stock (META) 0.0 $13k 60.00 211.93
Occidental Pete Corp Stock (OXY) 0.0 $13k 200.00 62.43
Ishares U.s. Healthcare Providers Etf Etf (IHF) 0.0 $12k 50.00 247.22
Republic Svcs Stock (RSG) 0.0 $12k 90.00 135.22
Eversource Energy Stock (ES) 0.0 $12k 155.00 78.26
Financial Select Sector Spdr Fund Etf (XLF) 0.0 $12k 375.00 32.15
Airbnb Inc Com Cl A Stock (ABNB) 0.0 $12k 96.00 124.40
Hunt J B Trans Svcs Stock (JBHT) 0.0 $12k 67.00 175.46
Cronos Group Stock (CRON) 0.0 $12k 6.0k 1.94
Eastern Bankshares Stock (EBC) 0.0 $11k 900.00 12.62
Capital One Finl Corp Stock (COF) 0.0 $11k 115.00 96.16
Corning Stock (GLW) 0.0 $11k 300.00 35.28
Vontier Corporation Stock (VNT) 0.0 $11k 385.00 27.34
Embecta Corp Stock (EMBC) 0.0 $10k 369.00 28.12
Union Bankshares Stock (UNB) 0.0 $9.9k 450.00 22.11
Oneok Stock (OKE) 0.0 $9.8k 155.00 63.54
Ormat Technologies Stock (ORA) 0.0 $9.7k 115.00 84.77
Hecla Mng Stock (HL) 0.0 $9.5k 1.5k 6.33
BP Adr (BP) 0.0 $9.5k 250.00 37.94
Tilray Brands Stock (TLRY) 0.0 $9.4k 3.7k 2.53
Masimo Corp Stock (MASI) 0.0 $9.0k 49.00 184.53
First Rep Bk San Francisco Cal Stock (FRCB) 0.0 $8.6k 616.00 13.99
Zoom Video Communications Inc Cl A Stock (ZM) 0.0 $8.5k 115.00 73.84
Alaska Air Group Stock (ALK) 0.0 $8.4k 200.00 41.96
Progressive Corp Stock (PGR) 0.0 $8.3k 58.00 143.05
Aramark Stock (ARMK) 0.0 $8.0k 223.00 35.74
Ishares Msci Kld 400 Social Etf Etf (DSI) 0.0 $7.8k 100.00 77.99
Invesco Water Resources Etf Etf (PHO) 0.0 $7.6k 142.00 53.35
Ironwood Pharmaceuticals Inc Com Cl A Stock (IRWD) 0.0 $7.4k 702.00 10.52
Exelon Corp Stock (EXC) 0.0 $7.3k 174.00 41.89
Vanguard Total Stock Market Etf Etf (VTI) 0.0 $6.6k 33.00 201.36
Regeneron Pharmaceuticals Stock (REGN) 0.0 $6.6k 8.00 821.62
Advanced Micro Devices Stock (AMD) 0.0 $6.6k 67.00 98.01
Vaneck Environmental Services Etf Etf (EVX) 0.0 $5.8k 40.00 145.53
Canopy Growth Corp Stock 0.0 $5.8k 3.3k 1.75
Mfs Spl Value Tr Sh Ben Int Cef (MFV) 0.0 $5.6k 1.3k 4.21
Phillips 66 Stock (PSX) 0.0 $5.6k 55.00 101.38
Ally Finl Stock (ALLY) 0.0 $5.1k 200.00 25.49
Adasina Social Justice All Cap Global Etf Etf (JSTC) 0.0 $5.1k 323.00 15.68
Metlife Stock (MET) 0.0 $5.0k 87.00 57.94
Viatris Stock (VTRS) 0.0 $5.0k 515.00 9.62
Diageo Adr (DEO) 0.0 $4.9k 27.00 181.19
Equity Lifestyle Pptys Reit (ELS) 0.0 $4.8k 72.00 67.12
Block Inc Cl A Stock (SQ) 0.0 $4.8k 70.00 68.66
First Indl Rlty Tr Reit (FR) 0.0 $4.7k 88.00 53.20
Constellation Energy Corp Stock (CEG) 0.0 $4.6k 58.00 78.50
Welltower Reit (WELL) 0.0 $4.5k 63.00 71.68
American Homes 4 Rent Cl A Reit (AMH) 0.0 $4.4k 139.00 31.45
Impact Shares Affordable Housing Mbs Etf Etf 0.0 $4.3k 250.00 17.33
Atlassian Corporation Cl A Stock (TEAM) 0.0 $4.3k 25.00 171.16
Amn Healthcare Svcs Stock (AMN) 0.0 $4.1k 50.00 82.96
Stoneco Ltd Com Cl A Stock (STNE) 0.0 $3.9k 410.00 9.54
Workday Inc Cl A Stock (WDAY) 0.0 $3.7k 18.00 206.56
Truist Finl Corp Stock (TFC) 0.0 $3.6k 105.00 34.10
Criteo S A Spons Ads Adr (CRTO) 0.0 $3.2k 100.00 31.51
Snowflake Inc Cl A Stock (SNOW) 0.0 $3.1k 20.00 154.30
Ringcentral Inc Cl A Stock (RNG) 0.0 $3.1k 100.00 30.67
Coinbase Global Inc Com Cl A Stock (COIN) 0.0 $2.7k 40.00 67.58
Crown Castle Reit (CCI) 0.0 $2.7k 20.00 133.85
Booking Holdings Stock (BKNG) 0.0 $2.7k 1.00 2652.00
Solaredge Technologies Stock (SEDG) 0.0 $2.4k 8.00 304.00
Netflix Stock (NFLX) 0.0 $2.4k 7.00 345.43
Lamar Advertising Co New Cl A Reit (LAMR) 0.0 $2.4k 24.00 99.88
Kimco Rlty Corp Reit (KIM) 0.0 $2.4k 121.00 19.53
Host Hotels & Resorts Reit (HST) 0.0 $2.2k 131.00 16.49
Marketaxess Hldgs Stock (MKTX) 0.0 $2.0k 5.00 391.20
Webster Finl Corp Stock (WBS) 0.0 $1.9k 48.00 39.42
Invesco Wilderhill Clean Energy Etf Etf (PBW) 0.0 $1.9k 46.00 40.41
Gen Digital Stock (GEN) 0.0 $1.7k 100.00 17.16
Rivian Automotive Inc Com Cl A Stock (RIVN) 0.0 $1.7k 110.00 15.48
Gilead Sciences Stock (GILD) 0.0 $1.7k 20.00 82.95
Southwest Airls Stock (LUV) 0.0 $1.6k 50.00 32.54
Omnicell Stock (OMCL) 0.0 $1.4k 24.00 58.67
Meritage Homes Corp Stock (MTH) 0.0 $1.3k 11.00 116.73
Bright Horizons Fam Sol In Del Stock (BFAM) 0.0 $1.2k 16.00 77.00
Ingevity Corp Stock (NGVT) 0.0 $1.2k 17.00 71.53
Cyberark Software Stock (CYBR) 0.0 $1.2k 8.00 148.00
Penumbra Stock (PEN) 0.0 $1.1k 4.00 278.75
Syneos Health Inc Cl A Stock 0.0 $1.1k 30.00 35.63
Msa Safety Stock (MSA) 0.0 $1.1k 8.00 133.50
Insmed Inc Com Par $.01 Stock (INSM) 0.0 $1.0k 59.00 17.05
Paylocity Hldg Corp Stock (PCTY) 0.0 $994.000000 5.00 198.80
Warner Bros Discovery Inc Com Ser A Stock (WBD) 0.0 $921.002400 61.00 15.10
Sensient Technologies Corp Stock (SXT) 0.0 $842.000500 11.00 76.55
Cocrystal Pharma Stock (COCP) 0.0 $831.987200 418.00 1.99
West Pharmaceutical Svsc Stock (WST) 0.0 $693.000000 2.00 346.50
Growgeneration Corp Stock (GRWG) 0.0 $684.000000 200.00 3.42
General Mtrs Stock (GM) 0.0 $660.000600 18.00 36.67
Tattooed Chef Inc Com Cl A Stock (TTCFQ) 0.0 $639.000000 450.00 1.42
Sandy Spring Bancorp Stock (SASR) 0.0 $572.000000 22.00 26.00
Azenta Stock (AZTA) 0.0 $534.999600 12.00 44.58
Symbotic Inc Class A Stock (SYM) 0.0 $457.000000 20.00 22.85
Freshpet Stock (FRPT) 0.0 $397.000200 6.00 66.17
Live Oak Bancshares Stock (LOB) 0.0 $390.000000 16.00 24.38
SNDL Stock (SNDL) 0.0 $355.000200 222.00 1.60
Workhorse Group Stock (WKHS) 0.0 $266.000000 200.00 1.33
Stitch Fix Inc Com Cl A Stock (SFIX) 0.0 $220.000900 43.00 5.12
Nanostring Technologies Stock (NSTGQ) 0.0 $99.000000 10.00 9.90
Philip Morris Intl Stock (PM) 0.0 $97.000000 1.00 97.00
Cyclerion Therapeutics Stock 0.0 $50.002000 115.00 0.43
Altria Group Stock (MO) 0.0 $45.000000 1.00 45.00
Livewire Group Inc Wt Exp 092627 Stock (LVWR.WS) 0.0 $12.000000 50.00 0.24
Mustang Bio Stock 0.0 $3.000200 7.00 0.43
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU) 0.0 $0 0 0.00
Srh Total Return Fund Cef (STEW) 0.0 $0 0 0.00
WPP Adr (WPP) 0.0 $0 0 0.00